New Edge Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, New Edge Wealth, LLC holds 8,310 shares of DLN stock, worth $676,766. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,310

Previous 8,377 0.8%

Holding current value

$676,766

Previous $658,000 1.82%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$77.23 - $82.11 $5,174 - $5,501	-67 Reduced 0.8%	8,310 $646,000
Q3 2024 Nov 12, 2024	SELL	$71.86 - $78.56 $28,744 - $31,424	-400 Reduced 4.56%	8,377 $658,000
Q1 2024 May 06, 2024	BUY	$65.84 - $72.19 $4,411 - $4,836	67 Added 0.77%	8,777 $633,000
Q4 2023 Jan 29, 2024	SELL	$58.89 - $66.53 $22,495 - $25,414	-382 Reduced 4.2%	8,710 $578,000
Q3 2023 Nov 08, 2023	SELL	$61.47 - $65.66 $9,650 - $10,308	-157 Reduced 1.7%	9,092 $559,000
Q2 2023 Aug 09, 2023	BUY	$60.35 - $63.6 $231,864 - $244,351	3,842 Added 71.06%	9,249 $588,000
Q1 2023 May 08, 2023	BUY	$59.37 - $64.16 $321,013 - $346,913	5,407 New	5,407 $334,000

Others Institutions Holding DLN

# of Institutions

439

Shares Held

40M

Call Options Held

3.1K

Put Options Held

View Full List

About WISDOMTREE TR U.S LARGECAP DIV

Ticker DLN
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New Edge Wealth, LLC Wisdomtree Tr U.S Largecap Div Transaction History